Home, Schedule, and Work Navigation Overview

Understand how to navigate key areas of Lessen Pro to manage daily activity and move jobs forward.

Overview

Lessen Pro is organized into three primary workflow areas:

• Home – Daily dashboard and action items

• Schedule – Calendar and technician visit management

• Work – Work order management and job status updates

Use these tabs to stay organized and manage work efficiently.

Home Tab (Dashboard)

The Home tab serves as your daily dashboard.

Here, you can:

• View updates for the current day

• See upcoming visits

• Review pending action items

• Monitor work requiring attention

This is your central location for daily oversight.

Admin Quick-Create Function

For users with the Admin role, an additional shortcut is available.

In the lower right corner, click the "+" (Plus) button to quickly create a new workflow item.

You can create:

1. Invoice

2. Quote

3. Work Order

This allows you to initiate work directly from the Home tab without navigating to another tab.

Schedule Tab

Click the Schedule tab to access the calendar view.

From here, you can:

• View technician schedules

• Switch between Day, Week, or Month views

• Filter by technician or status

You can also:

• Click into a specific visit

  • Add services

  • Reassign technicians

  • Add notes or details

  • Reschedule appointments

All schedule updates will reflect across web and mobile.

Work Tab

Click the Work tab to access all work orders, leads and quotes.

From here, you can:

• View work by status

• Open individual work orders

• Take actions to move the job forward

When you open a work order, you can:

• Add services

• Reassign technicians

• Add notes or details

• Track progress

Best Practice

Use the Home tab for daily visibility,
the Schedule tab for dispatching and visit management,
and the Work tab for full job lifecycle management.

Review all three daily to ensure nothing falls behind.